Snowden Lane opens 15th office as advisor duo launch firm in Florida

Snowden Lane opens 15th office as advisor duo launch firm in Florida
It's the second Snowden Lane office in the state, topping off a strong growth year.
DEC 18, 2023

Snowden Lane Partners has marked the opening of its 15th office across the U.S. with a second location in Florida.

The firm, which recently achieved a milestone of $1 billion in recruited assets added in 2023, welcomed Ron Zuckerman and John Paul (“JP”) McManus, who formed  the Zuckerman McManus Wealth Advisory Group based in Roca Baton. Zuckerman will serve as partner and managing director, while McManus has joined as vice president and private wealth advisor.

The duo was previously with Laidlaw & Company (UK) Ltd., located in South Florida, and have almost 40 years of combined industry experience.

“As we continue our exciting growth as a firm, it remains integral that we recruit advisors who share our focus on providing personalized client service and superior investment capabilities,” said Rob Mooney, managing partner and CEO of Snowden Lane Partners. “Ron and JP fit neatly into that mold, and their experience makes them perfect candidates to spearhead our 15th office nationwide. We’re grateful that the advisor community continues to view Snowden Lane as an attractive destination, and we’re looking forward to continuing our firmwide momentum in 2024.”

Zuckerman and McManus join the firm with a client base of high-net-worth families, entrepreneurs, and executives at both public and private companies, including international clients.

“It’s exciting to be joining Snowden Lane for multiple reasons, but chief among them is the knowledge that we’re joining a top-quality firm whose values align with our own,” Zuckerman said. “While this represents the next step in our careers, JP and I are looking forward to continuing to ensure our clients have the high-quality, specialized solutions they deserve. We’re humbled to have the opportunity to lead the firm’s expansion in Florida and are thrilled to officially become members of Snowden Lane’s team.”

Latest News

Why don't nearly half of Americans have any investments?
Why don't nearly half of Americans have any investments?

Janus Henderson survey exposes lack of education, generational divides, and gender gaps in investing behaviors.

A $40 trillion opportunity for financial advisors
A $40 trillion opportunity for financial advisors

The best investment advisors can make now is in their tax-planning knowledge.

Advisors’ wallets and hearts have to agree before selling their firm
Advisors’ wallets and hearts have to agree before selling their firm

Advisor-owners must acknowledge from the start that the keep/sell decision is a multi-faceted and difficult choice to make.

Meeting minutes show a Fed divided over size of September rate cut
Meeting minutes show a Fed divided over size of September rate cut

Last month's near-unanimous FOMC decision wasn't as clean as the final announcement suggested.

Facet looks further to the future with $35M funding
Facet looks further to the future with $35M funding

The tech-powered financial planning firm is using its latest financing to advance key initiatives and keep supporting its disruptive model.

SPONSORED Destiny Wealth Partners: RIA Team of the Year shares keys to success

Discover the award-winning strategies behind Destiny Wealth Partners' client-centric approach.

SPONSORED Explore four opportunities to elevate advisor-client relationships

Morningstar’s Joe Agostinelli highlights strategies for advisors to deepen client engagement and drive success